Thrive Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
2,878
+39
| +1% | +$3.56K | 0.04% | 194 |
|
|
2025
Q1 | $222K | Sell |
2,839
-948
| -25% | -$74.2K | 0.04% | 199 |
|
|
2024
Q4 | $280K | Buy |
3,787
+39
| +1% | +$2.89K | 0.05% | 162 |
|
|
2024
Q3 | $243K | Buy |
3,748
+17
| +0.5% | +$1.1K | 0.04% | 187 |
|
|
2024
Q2 | $275K | Buy |
3,731
+110
| +3% | +$8.11K | 0.05% | 171 |
|
|
2024
Q1 | $262K | Buy |
3,621
+317
| +10% | +$22.9K | 0.05% | 176 |
|
|
2023
Q4 | $227K | Buy |
+3,304
| New | +$227K | 0.05% | 172 |
|